See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,888 | $90,503-58.1% | $78,689-51.9% | $273,961-86.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.96% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,167 | $3,176-31.8% | $2,851-24.0% | $4,869-55.5% |
| Participant deferral / active EE | $2,947 | $3,901-24.5% | $3,517-16.2% | $5,287-44.3% |
| Admin fee / account holder | $56 | $5,263-98.9% | $4,510-98.8% | $10,132-99.4% |